About James Harvey at AFH Wealth Management

I work as an Independent Financial Adviser as part of one of the UK’s leading financial planning led wealth management firms. Providing independent financial planning and investment management services to clients who value a long-term relationship.
I am an experienced Diploma qualified Independent Financial Adviser based in the beautiful city of Bath. I have over 12 years’ experience in helping my clients with all aspects of their financial planning needs. Whether you are looking to plan your retirement, protect your family’s future or discuss investment planning, I take a holistic approach to ensure all your financial needs and aspirations are discussed, understood and met. – James Harvey With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.We believe that good financial advice shouldn’t cost the earth, and we are committed to using our position as one of the UK’s largest wealth management firms to provide the best possible service to our clients.Our expert financial planners offer you personalised advice that is tailored to your life and future goals.
Pensions & retirement: